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Agile Management Change: Why Enterprise Agile is Fragile

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1 Agile Management Change: Why Enterprise Agile is Fragile

2 Agile Transformation The focus is to enable those who: Create policy
Agile transformation improves when policy, collaboration, and decision-making guidance has direct Agile experience The focus is to enable those who: Create policy Reorganize the company Create job roles Design compensation and rewards For the individual For the team Across departments Budget Finance The deck reviews: Impact of Experience and Training on enterprise guidance Transformation Models: Agile Fluency model Scaled Agile Framework Implementation Roadmap Agile Change Management: Develop Enable Adapt Own

3 Impact of Experience and Training on Enterprise Guidance
The trouble with training: Learning without practice Training and forgetting Experience without context

4 Agile Enterprise needs Experienced Agile Leadership
Theory without practice or experience leaves a gap to understand both Agile software development and Lean-Agile organization transformation Learning without practice remains theory 70:20:10 is a learning and development model*: 10% of learning comes from from structured training or formal courses 20% of learning comes from interaction with others 70% of learning comes from job-related or workplace learning (on-the-job) *70:20:10 Model for Learning and Development and Why 70 is a key metric for learning and development Does management have on-the-job, Agile development experience or theoretical experience? Does this learning matter? No, he told me he took a course. Has he played drums in a group before? Image source:

5 … or, for the visually stimulated 70:20:10
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6 Agile Adoption needs Agile practice experiences
Agile transformation requires whole-system learning and practice Training without practice decays 20 minutes after training you forget ~40%* One day after training you forget more than 60% To improve memory and learning design training with meaning to the participant as well as understand the impact stress on learning Improve training with study and repetition: Experience as a developer within an Agile development team Experience as a Scrum Master or Agile Coach with a development team *Ebbinghaus forgetting curve Do managers have on-the-job Scrum Master or Agile Coach experience in a Scrum Team? Does this experience matter? Aloysius Paulus Maria "Louis" van Gaal, OON (Dutch pronunciation: [luˈʋi vɑŋ ˈɣaːl] ( listen);[2] born 8 August 1951) is a Dutch football manager and former player. He was formerly manager of Ajax, Barcelona, AZ, Bayern Munich, the Netherlands and Manchester United. He is one of the most decorated managers in world football, having won 20 major honours in his managerial career.[3][4] Before his career as a coach, Van Gaal played as a midfielder for Royal Antwerp, Telstar, Sparta Rotterdam, Ajax and AZ. He is also a fully qualified physical education teacher and has worked as such at high schools during various stages of his career as a semi-professional footballer.[5] We can’t believe we did it coach. This is great! I knew the team could do it! Image source: dailymail.co.uk

7 Or, for the visually stimulated: the forgetting curve
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8 Agile Adoption needs experiences to practice agile
Agile transformation requires whole-system learning and practice Policy without experience is conjecture to impact decisions for: Project method: Sequential, Hybrid, Agile, Scaled Agile Framework, EPMO Development frameworks: Extreme Programming, Lean Development, Acceptance Test Driven Development, Scrum Human Capital: Job title, management role, performance incentives, staffing Finance: Budget, Enterprise Resource Planning/Utilization, Sales, Revenue, Contracts Does executive-level, management, or team training provide enough context to set policy or organization design? Does context matter? Aloysius Paulus Maria "Louis" van Gaal, OON (Dutch pronunciation: [luˈʋi vɑŋ ˈɣaːl] ( listen);[2] born 8 August 1951) is a Dutch footballmanager and former player. He was formerly manager of Ajax, Barcelona, AZ, Bayern Munich, the Netherlands and Manchester United. He is one of the most decorated managers in world football, having won 20 major honours in his managerial career.[3][4] Before his career as a coach, Van Gaal played as a midfielder for Royal Antwerp, Telstar, Sparta Rotterdam, Ajax and AZ. He is also a fully qualified physical education teacher and has worked as such at high schools during various stages of his career as a semi-professional footballer.[5] Image source:

9 Transformation models
Scale with system: Scaled Agile Framework Transformation Roadmap Agile Fluency Model Agile Organization Adoption

10 Enterprise Agility challenges many large, global organizations
Many frameworks exist, the following are two frameworks* for context. The Agile Management Change solution will address any Agile framework. Agile Fluency Model Describes an agile team’s pathway and helps coaches, consultants, and change agents put model insights into practice Goal is for every team to work at the level of fluency that best fits their business’ needs The model can: Chart a course for the team, Create alignment with management, and Secure organizational support for improvement More about the Agile Fluency Project Scaled Agile Framework (SAFe) A leading framework for enterprise agility Mission includes: to improve business outcomes of the enterprises who build and depend on the world’s most important systems Fourth iteration and has been adopted by 70% of the Fortune 100 More about the SAFe *Recent financial technology engagement uses SAFe and Agile Fluency to enable global, enterprise Agile transformation

11 SAFe implementation roadmap: focus on training
Agile impacts the team, to scale Agile, both the safe enterprise and the fluent team rely on each other Tipping Point: Train Lean-Agile Change Agents Train Executives, Managers, Leaders If 10% of learning through classroom is retained and within 24 hours 60% is forgotten, part of leadership and learning must include: Train early and often, Assure practice, Provide context, and Key in on experience Fluency is through four distinct stage and realized in how a team develops software when it’s under pressure. Team fluency depends on more than just the capability of the individuals on the team and needs management structures, relations, organizational culture, and more. Each star includes fluency at the previous levels. Teams usually progress through the stages in a predictable order. More with SAFe on slides Image source:

12 Agile Fluency Model How Agile teams typically progress as they develop new capabilities A successful team begins as a collection of individuals with complementary technical skills. As the team adopts agile practices, a team culture shift occurs: instead of planning in terms of technical considerations, such as software layers or modules, the team now plans in terms of business, customer, or user benefit, exhibiting Focus on Value fluency. Mastery of technical practices like test driven development requires greater investment and, usually, more time. Once a team skills shift occurs that eliminates technical limitations to delivering working software, the team exhibits Deliver Value fluency. Where circumstances require, the team may internalize the capability to understand and address market needs. When an organizational structure shift moves key business capabilities inside the team, the team may exhibit Optimize Value fluency.

13 Agile Fluency Model Skillful practice under pressure
Fluency requires dedication and support Skillful practice under pressure Fluency is routine practice mastery that persists under stress Deliberate, consistent practice Deliberate practice involves regularly and consistently practicing a skill with increasing levels of challenge and the intention of mastering that skill Agile Fluency = Team Fluency

14 Agility (Fluency) collaboration and management change:
Start: Building Code Deliver Value Ship on market cadence Capture value frequently Reveal obstructions early Optimize Value Make excellent product decisions Eliminate handoffs Speed decision making Optimize for Systems Cross-pollinate perspectives Stimulate innovation Optimize value stream Focus on Value See progress from business perspective Redirect teams when needed Shift Team Culture Shift Organizational Structure Shift Team Skills Shift Organizational Culture Observable Qualities: Product Ownership, development cadence, Agile basics from business perspective. Observable Qualities: Advanced Skills and Practices, Release on demand or market cadence. Observable Qualities: User Story Maps, Business Metrics, Regular Visioning, Regular Roadmapping, Team-making product decisions with Lean value chain and innovation or disruptive products Fluency is through four distinct stage and realized in how a team develops software when it’s under pressure. Team fluency depends on more than just the capability of the individuals on the team and needs management structures, relations, organizational culture, and more. Each star includes fluency at the previous levels. Teams usually progress through the stages in a predictable order. Observable Qualities: Market innovation, optimized entire value stream for whole system with learning culture and network excellence. *Both “Observable Qualities”, on the left, and Shared Investment, on the right, are proposed to view the organization systemic need for Agile Management Change.

15 Transform with Agile organization adoption
Agile change management blends Agile development with organization change management as a repeatable change series Develop Enable Adapt Own Every enterprise is part of a system. The phases blend as well as influence each other. Training Development On-the-job Support Work structure Management Process Workplace Logistics Roles Cross-functional alignment Structure Engineering Architecture Policy Key Performance Indicators Business Metrics Job Family Shippable Code Cycle Time Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering, architecture, policy Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) Each phase within the focus needs: Principles – immutable Competence/quality – observable, measurable Method – tool/technique, enterprise application, architecture Systemic change relies on who and what success enablers are for both: Individual and Shared

16 Agile Change Management
Organization Adoption with Agile Development Principles Agile Fluency Model with Develop > Enable > Adapt > Own Scaled Agile Framework 4.5 models

17 Agility (Fluency) collaboration and management change:
Start: Building Code Team Culture Shift Investment Observable Qualities: Product Ownership, development cadence, Agile basics from business perspective. Shift Team Culture Agile Development Program/Project Management Product Change Management Focus on Value See progress from business perspective Redirect teams when needed Team Skills Shift Investment: Training Sales DevOps Marketing Contracting ERP Services EPMO HR Architects Observable Qualities: Advanced Skills and Practices, Release on demand or market cadence. Shift Team Skills Deliver Value Ship on market cadence Capture value frequently Reveal obstructions early Organizational Structure Shift Investment: Strategy Administrative Roles Centers of Excellence Program/Portfolio Shared Services Management Roles Engineering Organization Design Shift Organizational Structure Observable Qualities: User Story Maps, Business Metrics, Regular Visioning, Regular Roadmapping, Team-making product decisions with Lean value chain and innovation or disruptive products Fluency is through four distinct stage and realized in how a team develops software when it’s under pressure. Team fluency depends on more than just the capability of the individuals on the team and needs management structures, relations, organizational culture, and more. Each star includes fluency at the previous levels. Teams usually progress through the stages in a predictable order. Optimize Value Make excellent product decisions Eliminate handoffs Speed decision making Organizational Culture Shift Investment: Shift Organizational Culture Finance HR Corporate Strategy Systems Architects Optimize for Systems Cross-pollinate perspectives Stimulate innovation Optimize value stream Observable Qualities: Market innovation, optimized entire value stream for whole system with learning culture and network excellence. *Both “Observable Qualities”, on the left, and Shared Investment, on the right, are proposed to view the organization systemic need for Agile Management Change.

18 Agile Change Management
Organization Adoption with Agile Development Principles Agile Fluency Model with Develop > Enable > Adapt > Own Scaled Agile Framework 4.5 models

19 Fluency relies on collaboration
Start: Building Code Adoption and ownership is a source for an Agile transformation environment The framework model is not the key Could use any transformation method this model comes from a recent environment I worked in Agile Fluency* provides a good compliment to SAFe Implementation Roadmap: The Agile Fluency goal is every team works at the level of fluency that best fits their business’ needs Shift Team Culture Focus on Value See Progress from business perspective Redirect teams when needed Shift Team Skills Deliver Value Ship on market cadence Capture value frequently Reveal obstructions early Shift Organizational Structure Optimize Value Make excellent product decisions Eliminate handoffs Speed decision making Shift Organizational Culture Optimize for Systems Cross-pollinate perspectives Stimulate innovation Optimize value stream *Like many organizations, this represents Fluency essence, but modified in practice. This modification, like SAFe, happens many times and we roll with the options. Still, the Agile Management Change approach works.

20 Transform with Agile organization adoption
Agile change management blends Agile development with organization change management as a repeatable change series Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering, architecture, policy Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central)

21 Transform with Agile organization adoption
Every enterprise is part of a system. The phases blend as well as influence each other Enable Develop Adapt Own Each phase within the focus needs: Principles – immutable Practice – method, tool/technique, enterprise application, architecture Competence/quality – observable, measurable Systemic change relies on who and what success enablers are for both: Individual and Shared Each phase within the focus needs: Principles – immutable Practice – method, tool/technique, enterprise application, architecture Competence/quality – observable, measurable Systemic change relies on who and what success enablers are for both: Individual and Shared

22 Level 1 fluency relies on: Agile Basics, Product, and Team
Agile transformation: Develop > Enable > Adapt > Own Enable Develop Adapt Own Sample: Level 1 fluency relies on: Agile Basics, Product, and Team competence Agile Development Program/Project Management Product Change Management Team Skills Shift Investment: Team Culture Shift Investment Observable Qualities: Product Ownership, development cadence, Agile basics from business perspective. Start: Building Code Focus on Value See progress from business perspective Redirect teams when needed Shift Team Culture Shift Team Skills Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering Own: KPIs/KRIs Each phase within the focus needs: Principles – immutable Practice – method, tool/technique, enterprise application, architecture, tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) Competence/quality – observable, measurable Agile Basics Product Team Transparent User Stories Autonomous Focus on Customer Value Backlog Grooming Have Definition of Done Trust Regular Release Planning Estimation by team Scrum or Kanban or Scrumban Regular Sprint Planning Self Organizing Regular Daily Planning Cross Functional Sprint Review Retrospectives Usable Mission (Sprint/Release Goals) Co-located

23 Collaborate on individual and shared success of team
Visualize change with the phase, the success, and the enable requirements Enable Develop Adapt Own 1. Start with needs of each phase: Principles – immutable Competence/quality – observable, measurable Method – tool/technique, enterprise application, architecture 2. Then build success need for: Individual level Shared level 3. Then move to Enable and repeat step 1. and step 2. above, Adapt, and Own DEVELOP – Agile Basics Principles Competence/quality Method Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering, architecture, policy Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central)

24 Team Culture shift to Level 1, Focus on Value: Agile Basics
Sample: Level 1 fluency relies on: Agile Basics, Product, and Team investment Enable Develop Adapt Own Each phase within the focus needs: Principles Competence/quality Method (tool) 1. Agile Basics Who and what is needed to help: Develop Enable Adapt Own Transparent Individual Shared (enterprise, portfolio, program) Focus on Customer Value Trust Scrum or Kanban or Scrumban 2. Product Who and what is needed to help: User Stories Individual Shared (enterprise, portfolio, program) Backlog Grooming Regular Release Planning Regular Sprint Planning Regular Daily Planning Sprint Review Usable Mission (Sprint/Release Goals) 3. Team Who and what is needed to help: Autonomous Individual Shared (enterprise, portfolio, program) Have DOD Estimation by team Self Organizing Cross Functional Retrospectives Co-located Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) Note: This sample is Level 1 Agile Fluency. You can carry forward to Levels 2 through 4, as easily

25 Team Culture shift to Level 1, Focus on Value: Product
Enable Develop Adapt Own Each phase within the focus needs: Principles Practice Competence/quality 2. Product Who and what is needed to help: User Stories Individual Shared (enterprise, portfolio, program) Backlog Grooming Regular Release Planning Regular Sprint Planning Regular Daily Planning Sprint Review Usable Mission (Sprint/Release Goals) 3. Team Who and what is needed to help: Autonomous Individual Shared (enterprise, portfolio, program) Have DOD Estimation by team Self Organizing Cross Functional Retrospectives Co-located Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) 1. Agile Basics Who and what is needed to help: Develop Enable Adapt Own Transparent Individual Shared (enterprise, portfolio, program) Focus on Customer Value Trust Scrum or Kanban or Scrumban

26 Team Culture shift to Level 1, Focus on Value: Team
Enable Develop Adapt Own Each phase within the focus needs: Principles Competence/quality Method (tool) Start: Building Code 3. Team Who and what is needed to help: Autonomous Individual Shared (enterprise, portfolio, program) Have DOD Estimation by team Self Organizing Cross Functional Retrospectives Co-located Shift Team Culture Focus on Value See Progress from business perspective Redirect teams when needed Shift Team Skills 2. Product Who and what is needed to help: User Stories Individual Shared (enterprise, portfolio, program) Backlog Grooming Regular Release Planning Regular Sprint Planning Regular Daily Planning Sprint Review Usable Mission (Sprint/Release Goals) Deliver Value Ship on market cadence Capture value frequently Reveal obstructions early Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) Shift Organizational Structure Optimize Value Make excellent product decisions Eliminate handoffs Speed decision making 1. Agile Basics Who and what is needed to help: Develop Enable Adapt Own Transparent Individual Shared (enterprise, portfolio, program) Focus on Customer Value Trust Scrum or Kanban or Scrumban Shift Organizational Culture Optimize for Systems Cross-pollinate perspectives Stimulate innovation Optimize value stream

27 Agile change is frame for each successive level
Any change would visualize phase, the success, and the enable requirements Enable Develop Adapt Own Start with needs of each phase Then build success need for both individual and shared levels Repeat for scale enablement framework Start: Building Code Shift Team Culture Focus on Value See Progress from business perspective Redirect teams when needed Shift Team Skills Deliver Value Ship on market cadence Capture value frequently Reveal obstructions early [ … map any set of needs against … ] People Process Practice Develop: training/development, on-the-job, support, structure Enable: management, process, workplace, logistics, roles Adapt: cross-functional alignment, structure, engineering, architecture, policy Own: KPIs/KRIs Principles: immutable Competence: observable, measurable Method: tool (User Story, acceptance test driven development), process (scrum, Kanban, defect engineering, CI), technology (Agile Central) Shift Organizational Structure Optimize Value Make excellent product decisions Eliminate handoffs Speed decision making Shift Organizational Culture Optimize for Systems Cross-pollinate perspectives Stimulate innovation Optimize value stream

28 Agile Change Management
Organization Adoption with Agile Development Principles Agile Fluency Model with Develop > Enable > Adapt > Own Scaled Agile Framework 4.5 models

29 Scaled Agile relies on whole system change
SAFe 4.5 reveals Agile ownership at all levels with accountability to plan for development team excellence.

30 Essential SAFe AND systems change
With SAFe 4.5 to align ownership at levels senior to development This senior transparency in the next four slides reveals dedication to the Agile system/network SAFe reflects the latest in Lean-Agile thinking, more visibly incorporating scalable DevOps and the Continuous Delivery Pipeline. It demonstrates advancements in configurability, implementation guidance, and enhanced capabilities for improving the user experience and accelerating time-to-market. Read more at: 

31 Portfolio SAFe AND systems change
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32 Large solution SAFe AND systems change
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33 Full SAFe AND systems change
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34 Agile management change builds bridges
Focus on how to enable development teams to do Agile Mind the gap from learning to doing Leverage Lean Six Sigma with executives and managers to relate to Agile Leverage Project Management Institute commitment to Agile iterative project methods Seeing is deceiving, but doing is believing Get teams to focus on practical, not theoretical People and teams do not learn at the same pace Adults learn differently, Agile progress never advocates team comparison as competence, complexity, constraints, and communication are never the same Commit to Agile enablers Executive and management input is required to set Agile development teams up for success Rely on Agile learning to learn fast while you inspect and adapt Avoid one-size-fits all methods and templates, allow customization within Agile principles Image source:

35 Further Learning and Development resources available
Thank You Further Learning and Development resources available @TobyElwin on Twitter


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